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CRM for Financial and Insurance Markets Software Evaluation Report

1839 Criteria + Vendor Responses

This CRM Software Evaluation Report supports specialized criteria for groups engaged in the financial and insurance markets. In addition to many of the regular CRM features, the Software Evaluation Report has a range of criteria for policy tracking, agency management, investment tracking, and other areas of concern to professional service automation (PSA) groups.

This Software Evaluation Report provides extensive information about vendor or provider capabilities. Covering everything in TEC's comprehensive CRM for Financial and Insurance Markets Software Evaluation Report model, this rating detail report is invaluable toward RFI and business requirements research.

Price:  $300.00 USD
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